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Behavioral Finance
Invest for The Decade, Not the Year
Sharing helpful data like decade-returns of the market can motivate investors to focus on the long-term and avoid costly behavioral mistakes.
Fixed Income Insights
Weekly Wire: It’s always darkest before the dawn
This piece is approved to use with clients.
It is one thing to understand we are living through an unprecedented, pandemic driven economic downturn, and all together another to learn the US unemployment rate is 14.7% and that 20.5 million of our fellow Americans lost their jobs in April.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of May 1, 2020
Last week was closer to "normal," if we define normal as 2019 and early 2018 trends.
Market Outlooks
[Webinar Replay] Navigating the Impact of Coronavirus Part II
How enterprises can identify and execute revenue driving opportunities during these challenging times.
Policy and Regulatory Commentary
Business Liability Protection: The Red Line for the Next COVID-19 Relief Package
“We have to get our country open,” President Donald Trump said on Tuesday.
Market Outlooks
Weekly Wire: Pick a letter, any letter
This piece is approved to use with clients.
We got our first look at Q1 Gross Domestic Product last week, and as expected, it wasn’t pretty. While the Q1 GDP number is subject to revision, it showed the economy contracted (4.8%) Q to Q.
Behavioral Finance
Win the day
This piece is approved to use with clients.
As a child, my father (himself a financial advisor) had a single obsession—paying off our house.
Market Outlooks
[Webinar Replay] Protecting Your Client Portfolios from Market Volatility
The year 2020 has been a tumultuous one with coronavirus causing heightened market volatility.